American Balanced Fund-F1BALFX
13F holders, Q1 2025 (March 31)1holders −1
0new positions
1sold out
$34.11avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding American Balanced Fund-F1 (BALFX) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holder was Ferguson Wellman Capital Management, Inc. ($355K).
- Company
- American Balanced Fund-F1
- CUSIP
- 024071409
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $79K |
All 13F filers, Q4 2024 → Q1 2025: 2,314 shares sold, net −2,314 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 10,413 | $355K |
"% of holder's portfolio" is BALFX's weight in each manager's 13F, not the share of American Balanced Fund-F1 the manager owns.